Paulson Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History

Paulson Wealth Management Inc.

$373 Million
Q2 2025

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 41,456 shares of BSMR stock, worth $977,947. This represents 0.26% of its overall portfolio holdings.

Number of Shares

41,456

Previous 44,514 6.87%

Holding current value

$977,947

Previous $1.05 Million 7.25%

% of portfolio

0.26%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$23.03 - $23.64 $70,425 - $72,291	-3,058 Reduced 6.87%	41,456 $972,000
Q1 2025 May 12, 2025	BUY	$23.49 - $23.77 $20,835 - $21,083	887 Added 2.03%	44,514 $1.05 Million
Q4 2024 Feb 13, 2025	BUY	$23.55 - $23.9 $60,264 - $61,160	2,559 Added 6.23%	43,627 $1.03 Million
Q3 2024 Nov 05, 2024	BUY	$23.41 - $23.78 $149,215 - $151,573	6,374 Added 18.37%	41,068 $973,000
Q2 2024 Jul 25, 2024	BUY	$23.32 - $23.62 $148,198 - $150,105	6,355 Added 22.42%	34,694 $814,000
Q1 2024 May 03, 2024	BUY	$23.62 - $23.88 $57,018 - $57,646	2,414 Added 9.31%	28,339 $670,000
Q4 2023 Feb 13, 2024	BUY	$22.68 - $23.9 $50,100 - $52,795	2,209 Added 9.31%	25,925 $619,000
Q3 2023 Nov 01, 2023	SELL	$22.87 - $23.69 $2,995 - $3,103	-131 Reduced 0.55%	23,716 $542,000
Q2 2023 Aug 01, 2023	BUY	$23.32 - $24.05 $39,037 - $40,259	1,674 Added 7.55%	23,847 $562,000
Q1 2023 May 09, 2023	BUY	$23.42 - $24.09 $188,624 - $194,020	8,054 Added 57.04%	22,173 $529,000
Q4 2022 Jan 26, 2023	BUY	$22.63 - $23.68 $319,512 - $334,337	14,119 New	14,119 $0

Others Institutions Holding BSMR

# of Institutions

128

Shares Held

7.25M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
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Paulson Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History